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Fortress Wealth Management, Inc.: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortress Wealth Management, Inc. on CGCP, newest first. How the timeline and the estimate are built.

Fortress Wealth Management, Inc. held 28,009 CGCP shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 28,009 shares
    Change vs previous 13F -16,477 shares

    0.28% of the 13F portfolio, value $636,371.

    13F-HR 0002085853-25-000105 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 44,486 shares
    Change vs previous 13F -2,945 shares

    0.48% of the 13F portfolio, value $1,000,940.

    13F-HR 0001667731-25-000770 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 47,431 shares
    Change vs previous 13F -207,695 shares

    0.55% of the 13F portfolio, value $1,064,834.

    13F-HR 0001667731-25-000577 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 255,126 shares
    Change vs previous 13F -225,156 shares

    2.75% of the 13F portfolio, value $5,663,804.

    13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 480,282 shares
    Change vs previous 13F +42,700 shares

    5.55% of the 13F portfolio, value $11,104,157.

    13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 437,582 shares
    Change vs previous 13F -1,133 shares

    4.97% of the 13F portfolio, value $9,723,066.

    13F-HR 0001908099-24-000003 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 438,715 shares
    Change vs previous 13F +649 shares

    5.08% of the 13F portfolio, value $9,853,533.

    13F-HR 0001908099-24-000002 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 438,066 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $9,941,918.

    13F-HR 0001908099-24-000001 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).